VWM

Vermillion Wealth Management Portfolio holdings

AUM $370M
1-Year Est. Return 9.8%
This Quarter Est. Return
1 Year Est. Return
+9.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$195M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 5.23%
2 Technology 3.58%
3 Healthcare 3%
4 Industrials 1.74%
5 Consumer Staples 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$12.9K 0.01%
+195
302
$12.8K 0.01%
+22
303
$12.8K 0.01%
+52
304
$12.8K 0.01%
+318
305
$12.3K 0.01%
+100
306
$12K 0.01%
+468
307
$11.9K 0.01%
+276
308
$11.8K 0.01%
+415
309
$11.8K 0.01%
+69
310
$11.8K 0.01%
+1,000
311
$11.7K 0.01%
+354
312
$11.5K 0.01%
+134
313
$11.5K 0.01%
+100
314
$11.4K 0.01%
+70
315
$11.1K 0.01%
+300
316
$11.1K 0.01%
+261
317
$11K 0.01%
+87
318
$10.9K 0.01%
+200
319
$10.8K 0.01%
+23
320
$10.7K 0.01%
+57
321
$10.7K 0.01%
+500
322
$10.6K 0.01%
+500
323
$10.6K 0.01%
+81
324
$10.6K 0.01%
+36
325
$10.6K 0.01%
+175